Harwood Investment Strategies, L.L.C. fees and pricing

Financial planner in Monroe, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Harwood Investment Strategies, L.L.C. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The advisory fee is paid quarterly in arrears.”
“Non-discretionary Non-fiduciary 401(k) fees will be billed to the plan sponsor to be paid with funds as specified in the “401(k) Plan Investment Advisor Service Agreement.” You may terminate the written billing authorization or agreement at any time.”
“If the account is initiated after the first day of the quarter, the fee for that first quarter will be prorated.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.3% a year
Clients: 123
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services
Assets managed: $62,131,155
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 135383
Website: harwoodinvestments.com (opens in new tab)
Phone: (734) 242-2408

Can advise clients in 2 states: Michigan, Ohio

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